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Cryptocurrencies

Bitcoin to infinity?

Bitcoin's incredible rise has taken it above $100,000 for the first time ever, and analysts think it can fly higher.
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Illustration: Anna Kim, Photo: Getty Images

3 min read

The price of bitcoin finally broke above $100,000. And if that headline wasn’t enough to boggle your mind, bitcoin is also the best-performing asset of the last decade.

So, where do we go from here?

If you ask bitcoin true believers—which, fair warning, would mean initiating a conversation with a crypto bro that could be hard to stop—we’re just getting started.

A number of analysts predict that the sky is the limit. After all, investor enthusiasm about lax crypto regulation under a second Trump administration doesn’t seem like it's slowing down anytime soon.

But some crypto bulls are going even further—way further.

Standard Chartered analyst Geoff Kendrick wrote earlier today that he believes bitcoin could hit $200,000 by the end of 2025. Bernstein analyst Gautam Chhugani declared that bitcoin could supplant gold as “the new-age premier ‘store of value’ asset” in the next decade.

And all the way back at the beginning of the year, Cathie Wood’s ARK Invest set its price target for bitcoin at $1.5 million, while Wood herself has said she could see bitcoin going as high as $3.8 million.

It’s not all talk. Crypto investors have had a string of wins over the past year that have made it easier than ever for retail traders and institutional investors alike to buy crypto—most notably the approval of spot bitcoin and Ethereum ETFs earlier this year.

Plus, more and more traditional Wall Street vets who previously shunned cryptocurrency as a weird, online phenomenon are now acknowledging that maybe they should have jumped on the bandwagon sooner. If they decide to dive in, bitcoin could go even more mainstream in the world of “TradFi.”

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For example, incoming CEO and current President of Charles Schwab, Rick Wurster, told Bloomberg just the other day that the storied Wall Street firm plans to launch its own spot crypto trading once US regulations are relaxed. He even acknowledged he felt “silly” for not buying crypto earlier.

The other shoe could drop

But it’s important to take a walk down memory lane. Back in 2021, crypto zealots everywhere were shouting from the rooftops that bitcoin was unstoppable—just before the asset plummeted sharply, kicking off a long, cold crypto winter.

The price of bitcoin dropped from about $61,000 to $21,000 between November 2021 and November 2022.

Even those touting the power of crypto acknowledge that it is a volatile asset class, and a correction is likely to hit sooner rather than later.

“The crypto community is levered to the gills, and so there will be a correction,” Galaxy Digital CEO Michael Novogratz recently told CNBC. But he still argued bitcoin wouldn’t fall below $80,000 again, and thought stocks like MicroStrategy have more to lose than bitcoin itself.

Just remember: The asset’s inherent volatility is why financial advisors say to only allocate up to 5% of your portfolio in bitcoin.

But if you’re up for a wild ride, it’s never been easier to safely invest in blue chip cryptocurrencies like bitcoin.—LB

Making sense of market moves

Stay up to date on the latest market news with daily analysis of the investing landscape, served up Brew-style.